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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I hold the following:
Consumer - ATD.B|CCL.B|CGX|MG|PBH
Financial - BNS|TD
Healthcare - CXR|CRH
Industrial - CNR|WSP
Materials - SJ
Oil&Gas - PEY|VET
Tech - GIB.A|CSU|DH|ESL
Telecom - T|BCE
Utility - IPL|PPL
I really like all of these companies but I would like to add SIS to this mix. I would have to sell one of the above to do so.. Thoughts?
Read Answer Asked by Andrew on April 08, 2016
Q: Hello 5i,
You seem to be just a little more positive on Torstar this time around. Unfortunatly i have been an owner of a small amount for a long time. But, i have been thinking of doing some swing trading on it. It seems to have quite large movements in share price in relatively short periods of time. I dont't think i would buy it as a keeper. But, i thought swing trading may work. I have been afraid of bancrupcy, thought. You don' t seem to be too worried about this, though. I was wondering about your thoughts on this strategy?
Thanks
Read Answer Asked by joseph on April 07, 2016
Q: Assuming a well diversified portfolio could you please give us 5 names that, in your opinion, have strong potential at this point. Thanx Robbie
Read Answer Asked by Robert on April 07, 2016
Q: Your recent answer about this company surprisingly failed to make any reference to the the Site C contract which is expected to generate $45 million of EBITDA in 2016. I would have thought this to be relevant.
Read Answer Asked by Peter on April 07, 2016
Q: The last question in your blogs was dated Nov 19, 2015. I am wondering how things look for this company as we enter Q 2, 2016
Read Answer Asked by darcy on April 07, 2016
Q: I've held POW for some time and it seems to be going sideways.
Could suggest a replacement for this one? Many thanks. Bob
Read Answer Asked by Robert on April 07, 2016
Q: Hi 5i staff,
I am contemplating in shorting Directcash as the fundamentals suggest that the stock is due for a correction.
The yield is about 12% and appears to be unsustainable to support the current price.
What are your thoughts and recommendations of such a trade?

Your feedback is kindly appreciated.

Louis
Read Answer Asked by Louis on April 07, 2016
Q: Torstar (ts.b) was recommended by a BNN guest at around $6.00 and again this week at around $1.50 and my screen shows a 16% dividend. Is that actually the dividend and do you see growth for this company as they transition from advertising to digital? I look at newspapers as a very tough business to stay competitive but if this one survives, it could be a great investment. Would you buy it and do you think the dividend will be cut (dramatically)?
Thanks.
Read Answer Asked by Steven on April 06, 2016
Q: Even though you have SPB in one of your portfolios, you do not report on the company. What is your opinion of the stock? TD Waterhouse has it on their
Action List.
Read Answer Asked by christianne on April 06, 2016
Q: Hi Peter & Team,
For last 6 trading days Dragonwave been going up some 15-20% every day, any reason why?
I still have very small position in it @$2.25 cost.
Thanks and appreciate you service!
Tak
Read Answer Asked by Tak on April 06, 2016
Q: Appreciate your service. I never take yours (or anyone's) recommendations at face value, always do my own due diligence and ultimately, any choice to buy or sell solely rests upon my shoulders. With that being said, I always try to learn from mistakes, and I expect you are the same. WIN is almost a double from it's lows (and from it's removal from your portfolio). Is their a lesson to be learned here? Why do you think it has roared back so fast?

PS - I sold as well.

Regards,

Robert
Read Answer Asked by Robert on April 06, 2016
Q: I am trying to do some rebalancing. Would you classify BIP, SJ, MSI and CCL.B all as industrials? Also, what allocation to you feel is currently appropriate for industrials for an investor with a medium to high risk tolerance. Thanks.
Read Answer Asked by Janet on April 05, 2016
Q: Hi, I noticed RCH dropped a lot today. I was wondering why you think it dropped so much？Thanks
Read Answer Asked by Esther on April 05, 2016
Q: What is your current view of bip? Noticed no current questions on your list.
Thanks
Read Answer Asked by don on April 05, 2016
Q: Hi team,

how do you see the latest NYX deal.

tx
Read Answer Asked by Nick on April 05, 2016
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